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MiB: The Jeremies! Schwartz and Siegel on SFTLR!

The Big Picture

This is why they have a preference for indexing, based on fundamentals, not market cap. Siegel had warned in mid-2020 of coming inflation due to fiscal and monetary stimulus, now believes that inflation has peaked and that the FOMC is over-tightening. He urges the Fed to stop raising rates sooner than later.

Assets 299
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Best Financial Markets To Trade in 2024 – Top Trading Markets

Trade Brains

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

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At the Money: Austan Goolsbee, Chicago Fed President on Tariffs, Inflation and Monetary Policy

The Big Picture

You mentioned inflation expectations when, when we look at some of the survey DA data in 2020 and 21, right before inflation really exploded higher. The stock market. Other financial markets can influence those two things, partly through the wealth effect. It will be you, you, we’ll get the 2%. They were really low.

Economy 163
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Reading the volatility tea leaves

Nationwide Financial

In times of peaking pessimism and extreme bearishness, investors often try to parse how the financial markets are reflecting an array of risks. However, how might the market reflect its trepidations when trying to digest those risks? This behavior is like what was seen near the bottom in 2002, 2009, and 2020.

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Are Bonds Safe During a Recession or Market Crash?

Darrow Wealth Management

Swings in the financial markets also highlight the benefitsand limitationsof diversification. During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. How do bonds perform during a recession?

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Tuesday links: a healthy accounting system

Abnormal Returns

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) What you missed in our Monday linkfest.

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Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market

Meb Faber Research

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.